Spring Vest Wealth Management LLC Dimensional ETF Tr Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 130,460 shares of DFAI stock, worth $4.03 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
130,460Holding current value
$4.03 Million% of portfolio
3.26%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
615Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$996 Million6.3% of portfolio
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Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$185 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio